Win Carson bolsters exec team
Just weeks after it lost two of its key executives to rival Financial Wisdom, IOOF-owned dealer group Winchombe Carson has sought to bolster its executive team.
The group announced yesterday it had appointed Alex Tullio as regional manager for Victoria, South Australia and Western Australia.
Tullio was previously an account manager with IOOF, specialising in sales to the corporate super market and platforms. She also represented IOOF’s funds management joint venture, Perennial Investment Partners.
Her move to the dealer group follows the departure of national manager Tim van Leuwin and operations manager Tony Mantinio, both of who jumped ship to join the Commonwealth Bank-owned Financial Wisdom.
Van Leuwin took on the role of southern regional manager at Financial Wisdom, while Mantinio has become practice development manager for the dealer group’s Victorian and Tasmanian advisers.
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
